Maltin Wealth Management (MWM) provides financial planning, portfolio management, and consulting services. MWM is a fee-only advisor, meaning it's compensated solely by client fees and doesn't receive commissions. MWM acts as a fiduciary, putting clients' interests first. Services include business planning, asset allocation, retirement planning, and estate planning. Investment management involves allocating assets among mutual funds, ETFs, individual debt and equity securities, and options, tailored to individual client needs.
Assets Under Management$510M
Clients214
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable. Clients paying Financial Planning & Consulting fees will credit the amount of fees (up to $5,000 annually) paid for that service towards their Investment Management fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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